UCFA
PACW

United Capital Financial Advisors’s PacWest Bancorp PACW Stock Holding History

United Capital Financial Advisors’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,125
Closed -$221K – 1205
2022
Q1 		$221K Buy
5,125
+152
+3% +$7.17K ﹤0.01% 1089
2021
Q4 		$225K Buy
4,973
+5
+0.1% +$233 ﹤0.01% 1113
2021
Q3 		$225K Buy
4,968
+7
+0.1% +$290 ﹤0.01% 1102
2021
Q2 		$204K Buy
+4,961
New +$212K ﹤0.01% 1166
2020
Q1 		– Sell
-5,420
Closed -$207K – 1398
2019
Q4 		$207K Buy
+5,420
New +$204K ﹤0.01% 1273
2019
Q3 		– Sell
-5,878
Closed -$228K – 1517
2019
Q2 		$228K Sell
5,878
-437
-7% -$16.9K ﹤0.01% 1329
2019
Q1 		$238K Sell
6,315
-16,019
-72% -$621K ﹤0.01% 1214
2018
Q4 		$743K Sell
22,334
-8,374
-27% -$334K 0.01% 788
2018
Q3 		$1.47M Sell
30,708
-1,450
-5% -$73K 0.01% 672
2018
Q2 		$1.59M Sell
32,158
-423
-1% -$22.1K 0.01% 644
2018
Q1 		$1.61M Buy
32,581
+260
+0.8% +$13.6K 0.01% 650
2017
Q4 		$1.63M Buy
32,321
+1,361
+4% +$64.9K 0.01% 651
2017
Q3 		$1.56M Sell
30,960
-3,010
-9% -$141K 0.01% 642
2017
Q2 		$1.59M Buy
33,970
+1,859
+6% +$90.7K 0.01% 635
2017
Q1 		$1.71M Buy
32,111
+2,160
+7% +$118K 0.02% 604
2016
Q4 		$1.63M Buy
29,951
+1,976
+7% +$95.5K 0.02% 610
2016
Q3 		$1.2M Buy
27,975
+4,265
+18% +$178K 0.01% 727
2016
Q2 		$948K Buy
23,710
+1,463
+7% +$57.4K 0.01% 749
2016
Q1 		$826K Buy
22,247
+2,791
+14% +$98.9K 0.01% 749
2015
Q4 		$839K Buy
+19,456
New +$875K 0.01% 737

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

United Capital Financial Advisors's PACW Position: Q2 2022 in Review

United Capital Financial Advisors sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 5,125 shares — an estimated $221K sold.

United Capital Financial Advisors first reported a position in PACW in Q4 2015 and held it in 20 quarters. The position peaked at $1.71M in Q1 2017. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

  • United Capital Financial Advisors reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,125 PacWest Bancorp shares in Q2 2022, an estimated $221K.
  • United Capital Financial Advisors first reported a position in PacWest Bancorp in Q4 2015 and held it in 20 quarters.
  • United Capital Financial Advisors's PacWest Bancorp position peaked at $1.71M in Q1 2017.
  • 331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.